Institutional Ownership Schwab Strategic Tr Us Emergin (SCHE)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Emergin (SCHE). We have compiled data on the 852 institutions that hold shares in the stock, with a total of 150 Million shares, which have been reported (via 13F filing form) to have a value of $4.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
37,765
shares
|
$1.14 Million
0.1% of portfolio
|
Q1 2025
Added 133.07%
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
37,642
shares
|
$1.14 Million
0.58% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
37,541
shares
|
$1.13 Million
0.13% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
37,120
shares
|
$1.12 Million
0.03% of portfolio
|
Q1 2025
Reduced 13.77%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
May 13, 2025 Q1 2025 |
36,944
shares
|
$1.12 Million
0.77% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
36,571
shares
|
$1.11 Million
0.41% of portfolio
|
Q2 2025
Added 6.43%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
36,556
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
35,825
shares
|
$1.08 Million
0.2% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
35,598
shares
|
$1.08 Million
0.15% of portfolio
|
Q1 2025
Reduced 16.63%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
35,360
shares
|
$1.07 Million
0.27% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
May 15, 2025 Q1 2025 |
35,240
shares
|
$1.07 Million
0.96% of portfolio
|
Q1 2025
Reduced 20.9%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
35,066
shares
|
$1.06 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
May 07, 2025 Q1 2025 |
35,053
shares
|
$1.06 Million
0.47% of portfolio
|
Q1 2025
Reduced 54.1%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
34,867
shares
|
$1.05 Million
0.55% of portfolio
|
Q4 2023
Reduced 19.29%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
May 12, 2025 Q1 2025 |
34,831
shares
|
$1.05 Million
0.87% of portfolio
|
Q1 2025
Added 52.42%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
34,746
shares
|
$1.05 Million
0.07% of portfolio
|
Q4 2022
Reduced 36.36%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
34,724
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
34,586
shares
|
$1.05 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Apr 24, 2025 Q1 2025 |
34,413
shares
|
$1.04 Million
0.66% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
34,141
shares
|
$1.03 Million
0.24% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Apr 10, 2025 Q1 2025 |
34,014
shares
|
$1.03 Million
0.37% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
33,984
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Added 25.25%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
33,437
shares
|
$1.01 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Apr 25, 2025 Q1 2025 |
32,977
shares
|
$996,894
0.7% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
32,280
shares
|
$975,824
0.49% of portfolio
|
Q1 2025
Reduced 1.6%
|